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Portfolio (Quarterly) Guide ↗

Axim Planning & Wealth

· CIK 0001950607
13F Portfolio $82M AUM 84 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 34 Added 21 Reduced 10 Exited
Page 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QUIZ ZACKS TRUST 14,709.0 $397K 0.48% +1K +8.6% $26.96 +8.5%
42 ANET ARISTA NETWORKS INC Technology 3,211.0 $394K 0.48% -1K -28.3% $122.78 +25.7%
43 QCOM QUALCOMM INC Technology 3,059.0 $394K 0.48% NEW $128.78 +81.2%
44 NIO CALL NIO INC Consumer Cyclical 64,000.0 $386K 0.47% $6.03 -4.6%
45 XLP SELECT SECTOR SPDR TR 4,584.0 $376K 0.46% -1K -18.7% $81.98 +3.2%
46 ZETA ZETA GLOBAL HOLDINGS CORP Technology 23,296.0 $371K 0.45% NEW $15.92 +23.4%
47 XOM EXXON MOBIL CORP Energy 2,125.0 $361K 0.44% -37.0 -1.7% $169.66 -11.7%
48 XLC SELECT SECTOR SPDR TR 3,175.0 $352K 0.43% -270.0 -7.8% $110.86 +4.9%
49 RBRK RUBRIK INC. Technology 6,935.0 $340K 0.41% +3K +93.1% $48.97 +34.4%
50 GRAB GRAB HOLDINGS LIMITED Technology 91,099.0 $333K 0.40% +41K +83.5% $3.66 -0.5%
51 OSCR OSCAR HEALTH INC Healthcare 28,343.0 $325K 0.39% NEW $11.47 +91.7%
52 VBK VANGUARD INDEX FDS 1,045.0 $316K 0.38% +101.0 +10.7% $302.27 +16.7%
53 VBR VANGUARD INDEX FDS 1,422.0 $309K 0.38% +190.0 +15.4% $217.31 +8.2%
54 NKE NIKE INC Consumer Cyclical 5,845.0 $309K 0.38% +2K +64.6% $52.82 -13.0%
55 VISN VISTANCE NETWORKS INC Technology 16,311.0 $297K 0.36% NEW $18.20 -31.4%
56 NVO NOVO-NORDISK A S Healthcare 7,839.0 $288K 0.35% NEW $36.75 +21.2%
57 CLS CELESTICA INC Technology 992.0 $279K 0.34% -32.0 -3.1% $281.68 +27.0%
58 XLV SELECT SECTOR SPDR TR 1,841.0 $270K 0.33% +188.0 +11.4% $146.61 +1.5%
59 MDLZ MONDELEZ INTL INC Consumer Defensive 4,628.0 $267K 0.32% $57.64 +8.0%
60 SLV ISHARES SILVER TR Financial Services 3,774.0 $257K 0.31% NEW $68.14 -0.9%
Page 3 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 66.1%
Financial Services 11.3%
Technology 9.1%
Consumer Cyclical 4.0%
Consumer Defensive 3.9%
Healthcare 3.3%
Basic Materials 1.4%
Energy 0.6%
Communication Services 0.3%